Bulk Upload is designed for sending rewards to more than 15 recipients (and up to 50,000).

If your order is smaller you may still use Bulk Upload, but we suggest taking a look at our Standard Mode guide. If, however, you need to place a bulk order for more than 50,000 rows, please refer to the guide on How to Upload a Bulk File with more than 50,000 rows.

If you're looking for our Mail Delivery Bulk Upload guide, you can find that here.

How to Place a Bulk Order (Email Delivery)

Click the Place an Order tab in the navigation bar on the left side of the screen. Then, click Upload Bulk Order

If your catalog has the option, you may select from either the Email Delivery Template or the Mail Delivery Template

Note: You can't include both email- and mail-delivered rewards in the same upload. 

Bulk Upload Template Walkthrough

Please note: To avoid errors when uploading the Bulk Order file to Rewards Genius, don't remove or add columns to the Bulk Upload Template, and avoid using any special characters in the filename. For best results we recommend only using alphanumeric characters and hyphens (-) and underscores (_).

  • Select the Email Delivery Template and open the Excel spreadsheet. Go to the Instructions and Examples tab at the bottom of the page for guidance on what each column is used for.

  • Required fields are highlighted in orange and include: ETID, Recipient Email, Recipient First Name, UTID and Reward Amount. Your available ETIDs and UTIDs can be found in the tabs at the bottom of the Bulk Order template file labelled "ETID Key" and "UTID Key".

  • Ensure there aren't spaces at the beginning or end of entered information because this will cause the file to fail.

  • When you're ready to start your order, make sure you're on the Order tab. Begin entering information on Line 2 of the Excel sheet. Save your file with a unique filename each time you upload a new order. Note: To prevent duplicate order processing, Rewards Genius recommends each uploaded file have a unique file name. If you attempt to upload a file with the same name as one previously uploaded, a warning message will display verifying if you wish to proceed.

  • If you add text in the Reward Message field, include the {{message}} dynamic tag in your email template. Otherwise, the message won't pull through to your reward email. Learn more about customizing the message for your order here.

Uploading Your Bulk File

  • In your Rewards Genius portal, click Place an Order in the navigation bar on the left side of the screen. 

  • Click the Upload Bulk Order button on the top right-hand side of the catalog.

  • Either drag your .xlsx or .csv file and drop it into the Drag & Drop section, or click the or, Select File button.

  • If you have any items in your cart at the time of uploading the bulk order file, the bulk order will override whatever is currently in the cart.

  • If your file contains any errors, this will be indicated once the file is uploaded. Errors are broken down by line (row) number that corresponds to your file. Correct the indicated errors, and re-upload the corrected file. 

  • Once in your Shopping Cart, you can edit any of your recipient information by clicking the Edit button, or delete them from your cart by clicking Delete.

  • Click the Checkout button to get to the Checkout page. You can also clear your shopping cart by clicking the Delete All button toward the top-right corner of the screen.

  • When you're done editing and reviewing your order, click the blue Checkout button in the upper right-hand corner.

  • Click the final Place Order button to confirm your order.

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